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AdvicePeriod’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AdvicePeriod’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1.69M Sell
14,902
-340
-2% -$36.3K 0.11% 60
2021
Q1 		$1.56M Buy
15,242
+430
+3% +$45K 0.11% 57
2020
Q4 		$1.52M Hold
14,812
– – 0.12% 56
2020
Q3 		$1.28M Sell
14,812
-1,770
-11% -$149K 0.12% 59
2020
Q2 		$1.31M Sell
16,582
-320
-2% -$23.2K 0.14% 54
2020
Q1 		$1.03M Sell
16,902
-1,558
-8% -$114K 0.11% 66
2019
Q4 		$1.41M Sell
18,460
-314
-2% -$23K 0.12% 61
2019
Q3 		$1.33M Sell
18,774
-2,168
-10% -$156K 0.12% 58
2019
Q2 		$1.49M Buy
20,942
+4,176
+25% +$290K 0.14% 58
2019
Q1 		$1.14M Buy
16,766
+1,074
+7% +$68.9K 0.11% 64
2018
Q4 		$892K Buy
15,692
+520
+3% +$31.6K 0.1% 63
2018
Q3 		$1.03M Buy
15,172
+508
+3% +$33.8K 0.11% 59
2018
Q2 		$929K Buy
14,664
+2,818
+24% +$177K 0.15% 48
2018
Q1 		$728K Buy
11,846
+1,928
+19% +$120K 0.13% 52
2017
Q4 		$598K Buy
+9,918
New +$583K 0.11% 53

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AdvicePeriod's IWP Position: Q2 2021 in Review

AdvicePeriod reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q2 2021, selling an estimated $36.3K and leaving 14,902 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #60.

AdvicePeriod first reported a position in IWP in Q4 2017 and has held it in 15 quarters since. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

  • AdvicePeriod held 14,902 shares of iShares Russell Mid-Cap Growth ETF worth $1.69M as of Q2 2021.
  • AdvicePeriod sold 340 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $36.3K.
  • iShares Russell Mid-Cap Growth ETF made up 0.11% of AdvicePeriod's portfolio in Q2 2021, its #60 holding.
  • AdvicePeriod first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 15 quarters since.
  • 822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.